Kameron BarzegarCRD Number: 7420772
Current Firm: Rj Patterson Group
Kameron Barzegar (CRD# 7420772) is an Investment Advisor Representative working at Rj Patterson Group in San Diego, CA and has 1 year of experience in the finance industry.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Rj Patterson Capital Investment Group||San Diego, CA||Jun 2020 - Current||1|
|University Of Arizona||Tucson, AZ||Aug 2019 - May 2020||< 1|
|Ergeon||Palo Alto, CA||May 2019 - Aug 2019||< 1|
|University Of Arizona||Tucson, AZ||Aug 2018 - May 2019||< 1|
|Euro Sport Auto||San Jose, CA||Jun 2018 - Aug 2018||< 1|
|University Of Arizona||Tucson, AZ||Aug 2017 - May 2018||< 1|
|N/a||San Jose, CA||Aug 2010 - Jun 2017||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management66MILLIONS
Total Number of Accounts265ACCOUNTS
Average Account Value$248,988
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.